BANK OF THE JAMES FINANCIAL GROUP INC
Institutional Ownership & Holdings Analysis
About
bank-of-the-james-financial-group is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | PETTYJOHN, WOOD & WHITE, INC(2025-03-31) | $3.8M |
| 2 | VANGUARD GROUP INC(2025-03-31) | $2.8M |
| 3 | Fourthstone LLC(2025-03-31) | $2.6M |
| 4 | CAPTRUST FINANCIAL ADVISORS(2025-03-31) | $2.1M |
| 5 | Inspire Investing, LLC(2024-12-31) | $1.1M |
| 6 | GEODE CAPITAL MANAGEMENT, LLC(2025-03-31) | $589.8K |
| 7 | BRIDGEWAY CAPITAL MANAGEMENT, LLC(2025-03-31) | $520.4K |
| 8 | DIMENSIONAL FUND ADVISORS LP(2025-03-31) | $443.4K |
| 9 | FIRST MANHATTAN CO. LLC.(2025-03-31) | $329.8K |
| 10 | Empowered Funds, LLC(2025-03-31) | $328.3K |
| 11 | SALZHAUER MICHAEL(2025-03-31) | $276.2K |
| 12 | MontVue Capital Management, Inc.(2025-03-31) | $192.5K |
| 13 | FIDUCIARY TRUST CO(2025-03-31) | $183.5K |
| 14 | RENAISSANCE TECHNOLOGIES LLC(2025-03-31) | $169.6K |
| 15 | RFG - Bristol Wealth Advisors, LLC(2025-03-31) | $163.5K |
| 16 | BlackRock, Inc.(2025-03-31) | $154.7K |
| 17 | OSAIC HOLDINGS, INC.(2025-03-31) | $149.2K |
| 18 | WELLS FARGO & COMPANY/MN(2025-03-31) | $93.7K |
| 19 | UBS Group AG(2025-03-31) | $44.9K |
| 20 | WealthTrak Capital Management LLC(2025-03-31) | $32.5K |
As of 2025-03-31
Value:$3.8M
As of 2025-03-31
Value:$2.8M
As of 2025-03-31
Value:$2.6M
As of 2025-03-31
Value:$2.1M
As of 2024-12-31
Value:$1.1M
As of 2025-03-31
Value:$589.8K
As of 2025-03-31
Value:$520.4K
As of 2025-03-31
Value:$443.4K
As of 2025-03-31
Value:$329.8K
As of 2025-03-31
Value:$328.3K
As of 2025-03-31
Value:$276.2K
As of 2025-03-31
Value:$192.5K
As of 2025-03-31
Value:$183.5K
As of 2025-03-31
Value:$169.6K
As of 2025-03-31
Value:$163.5K
As of 2025-03-31
Value:$154.7K
As of 2025-03-31
Value:$149.2K
As of 2025-03-31
Value:$93.7K
#19UBS Group AG
As of 2025-03-31
Value:$44.9K
As of 2025-03-31
Value:$32.5K
Total Institutional Holders:29
Top 10 Holders Own:90.6%